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NWHHX vs VSCAX
NWHHX vs VSCAX Comparison
Open Charts NWHHX vs VSCAX
Nationwide Bailard Cogntv Val Instl Svc
Price$13.68
Change+$0.16 (+1.18%)
VolumeN/A
Net Assets90.85M
Invesco Small Cap Value A
Price$21.01
Change+$0.55 (+2.69%)
VolumeN/A
Net Assets5.77B
NWHHX vs VSCAX Comparison Chart
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NWHHX vs. VSCAX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NWHHX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.77B vs. NWHHX (90.8M). NWHHX pays higher dividends than VSCAX: NWHHX (1.90) vs VSCAX (0.37). NWHHX was incepted earlier than VSCAX: NWHHX (19 years) vs VSCAX (26 years). NWHHX (1.18) is less costly to investors than VSCAX (1.12). NWHHX is a more actively managed with annual turnover of: 278.84 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than NWHHX: VSCAX (1000) vs NWHHX (50000). VSCAX annual gain was more profitable for investors over the last year : -7.11 vs. NWHHX (-11.74). VSCAX return over 5 years is better than : 144.54 vs. NWHHX (78.21).
| NWHHX | VSCAX | NWHHX / VSCAX | |
| Total Expense Ratio | 1.18 | 1.12 | 105% |
| Annual Report Gross Expense Ratio | 1.18 | 1.12 | 105% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | -11.979 | -12.973 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 5.77B | 2% |
| Annual Yield % from dividends | 1.90 | 0.37 | 521% |
| Returns for 1 year | -11.74 | -7.11 | 165% |
| Returns for 3 years | -7.63 | 10.08 | -76% |
| Returns for 5 years | 78.21 | 144.54 | 54% |
| Returns for 10 years | 17.48 | 0.40 | 4,352% |
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